ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $447,135 | -8.8% | 6,074 | -10.3% | 0.22% | -13.9% |
| Q4 2022 | $490,094 | +7.0% | 6,773 | -2.2% | 0.26% | +32.1% |
| Q3 2022 | $458,000 | -13.6% | 6,923 | -8.3% | 0.20% | +3.7% |
| Q2 2022 | $530,000 | +25.0% | 7,548 | +38.1% | 0.19% | +22.7% |
| Q1 2022 | $424,000 | +28.5% | 5,464 | +34.0% | 0.15% | +14.1% |
| Q4 2021 | $330,000 | +65.0% | 4,077 | +49.8% | 0.14% | +27.4% |
| Q3 2021 | $200,000 | +284.6% | 2,721 | +284.9% | 0.11% | +158.5% |
| Q2 2021 | $52,000 | +6.1% | 707 | 0.0% | 0.04% | -8.9% |
| Q1 2021 | $49,000 | +2.1% | 707 | 0.0% | 0.04% | +45.2% |
| Q4 2020 | $48,000 | +6.7% | 707 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $45,000 | -8.2% | 707 | -12.8% | 0.04% | -14.6% |
| Q2 2020 | $49,000 | -12.5% | 811 | -4.7% | 0.04% | -39.7% |
| Q4 2019 | $56,000 | – | 851 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |